Thomas Suydam, CFP®

Thomas Suydam, CFP®

Senior Portfolio Manager

Thomas has a decade of experience in the financial planning industry which we believe helps him have a unique understanding of what it takes to align his client’s objectives with their desired aspirations. Thomas’s passion is developing personal relationships with clients, understanding their priorities, and guiding them to potentially reaching their long term financial and personal goals.  

Thomas is a graduate of the University of South Carolina and earned his Masters of Business Administration from Francis Marion University.  Shortly after obtaining his M.B.A., Thomas completed coursework at Emory University and met the rigorous education, training, and ethical standards in order to become a CERTIFIED FINANCIAL PLANNER(™). 

 Thomas welcomes the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy.  

When Thomas is not spending time helping clients, you can find him spending time with his wife, Caroline, and his pup, Robby, and enjoying the outdoors with friends. Thomas is also an avid golfer and enjoys the lifelong pursuit of the perfect swing.   

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.